Lance
Presley

Wells Fargo Clearing Services, LLC

CRD#4311526
Investment Advisor
in West Des Moines, IA
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About this Advisor

Lance Presley is a financial advisor whose office is in West Des Moines, Iowa. Currently an advisor at Wells Fargo Clearing Services, LLC, they have gathered 13 years of work experience as a financial advisor. Presley holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Presley is able to act as an advisor in Iowa. The advisor has gained experience at Cetera Financial, Ing Financial Partners, Financial Network, Multifinancial Securities, Genworth Financial Securities Corp, Ing Financial Partners, Inc, Voya Financial Advisors, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Wells Fargo Clearing Services, LLC is based out of West Des Moines, Iowa, and has 6,557 additional locations in the nation. In total, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 client accounts and employs more than 26,409 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Wells Fargo Clearing Services, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4344 Corporate Dr Ste 100
West Des Moines, IA 50266

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

IA Average: $11,469,110,461
Total Number of Employees

26,352

IA Average: 458
Total Number of Accounts

1,434,106

IA Average: 33,415
Average Account Size

$302,067

IA Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Lance Presley Work History

Lance has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2014 - 2016 (2 years)

Voya Financial Advisors

2012 - 2012 (< 1 year)

Cetera Financial

2012 - 2012 (< 1 year)

Financial Network

2012 - 2012 (< 1 year)

Multifinancial Securities

2012 - 2012 (< 1 year)

Genworth Financial Securities Corp

2012 - 2014 (2 years)

Ing Financial Partners, Inc

2005 - 2012 (7 years)

Ing Financial Partners

Disclosures

Lance Presley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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